Barton Investment Management
Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NFLX, SHOP, AMZN, GLBE, EQIX, and represent 73.34% of Barton Investment Management's stock portfolio.
- Added to shares of these 9 stocks: KVYO (+$7.4M), TBLL, RPRX, OWL, QXO, SYM, GLBE, ADI, CSCO.
- Started 4 new stock positions in RPRX, TBLL, QXO, ADI.
- Reduced shares in these 10 stocks: SHOP, Air Lease Corp, NFLX, EQIX, OKTA, AMZN, QCOM, EA, XOM, PYPL.
- Sold out of its positions in CI, TWLO.
- Barton Investment Management was a net seller of stock by $-11M.
- Barton Investment Management has $797M in assets under management (AUM), dropping by -14.09%.
- Central Index Key (CIK): 0001387818
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Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Netflix (NFLX) | 28.3 | $225M | 2.3M | 96.15 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 23.8 | $190M | -2% | 1.6M | 118.62 |
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| Amazon (AMZN) | 13.0 | $104M | 497k | 208.27 |
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| Global E Online SHS (GLBE) | 4.2 | $34M | 1.1M | 30.85 |
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| Equinix (EQIX) | 4.0 | $32M | -6% | 33k | 980.24 |
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| Air Lease Corp Cl A | 2.8 | $22M | -15% | 340k | 64.94 |
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| Klaviyo Com Ser A (KVYO) | 2.6 | $20M | +56% | 1.1M | 19.46 |
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| Blue Owl Capital Com Cl A (OWL) | 2.3 | $19M | +4% | 2.0M | 9.13 |
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| Okta Cl A (OKTA) | 2.2 | $18M | -9% | 227k | 78.71 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 2.2 | $18M | 420k | 41.72 |
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| American Tower Reit (AMT) | 1.7 | $14M | 78k | 172.58 |
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| Gitlab Class A Com (GTLB) | 1.5 | $12M | 555k | 21.64 |
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| Microsoft Corporation (MSFT) | 1.1 | $9.0M | 24k | 370.17 |
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| Electronic Arts (EA) | 1.1 | $8.9M | -10% | 44k | 203.87 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $7.2M | 10.00 | 718140.00 |
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| Apple (AAPL) | 0.8 | $6.3M | -2% | 25k | 253.79 |
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| Blackline (BL) | 0.7 | $5.9M | 159k | 37.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.5M | 19k | 287.56 |
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| Berkshire Hathaway Cl B CLB | 0.6 | $4.9M | -2% | 10k | 479.20 |
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| Paypal Holdings (PYPL) | 0.6 | $4.8M | -8% | 107k | 45.23 |
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| Qualcomm (QCOM) | 0.6 | $4.7M | -21% | 37k | 128.78 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.5M | -4% | 14k | 244.44 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.4M | 11k | 320.81 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.1M | 11k | 286.86 |
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| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.3 | $2.2M | NEW | 20k | 105.55 |
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| Symbotic Class A Com (SYM) | 0.2 | $2.0M | +20% | 37k | 53.20 |
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| Abbvie (ABBV) | 0.2 | $1.6M | -21% | 7.6k | 217.49 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.5M | -2% | 26k | 58.54 |
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| T. Rowe Price (TROW) | 0.2 | $1.5M | 16k | 90.14 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | -33% | 8.2k | 169.66 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | 1.0k | 996.43 |
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| Merck & Co (MRK) | 0.1 | $981k | 8.2k | 120.29 |
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| Royalty Pharma Shs Class A (RPRX) | 0.1 | $905k | NEW | 19k | 47.97 |
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| Doordash Cl A (DASH) | 0.1 | $901k | 6.0k | 150.15 |
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| Oracle Corporation (ORCL) | 0.1 | $851k | 5.8k | 147.11 |
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| Abbott Laboratories (ABT) | 0.1 | $807k | -20% | 7.9k | 102.67 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $778k | 3.2k | 243.08 |
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| NVIDIA Corporation (NVDA) | 0.1 | $639k | -8% | 3.7k | 174.40 |
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| Walt Disney Company (DIS) | 0.1 | $606k | 6.3k | 96.38 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $546k | 839.00 | 650.34 |
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| Bill Com Holdings Ord (BILL) | 0.1 | $543k | -6% | 14k | 38.30 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $523k | -5% | 2.1k | 250.58 |
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| American Express Company (AXP) | 0.1 | $461k | 1.5k | 302.48 |
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| Qxo Com New (QXO) | 0.1 | $433k | NEW | 22k | 19.42 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $431k | 17k | 25.64 |
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| Cisco Systems (CSCO) | 0.0 | $394k | +19% | 5.1k | 77.59 |
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| Meta Platforms Cl A (META) | 0.0 | $360k | -19% | 629.00 | 572.13 |
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| Wal-Mart Stores (WMT) | 0.0 | $315k | 2.5k | 124.28 |
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| Northern Trust Corporation (NTRS) | 0.0 | $314k | 2.3k | 139.57 |
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| Broadcom (AVGO) | 0.0 | $308k | 995.00 | 309.54 |
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| Automatic Data Processing (ADP) | 0.0 | $285k | 1.4k | 203.18 |
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| Pfizer (PFE) | 0.0 | $273k | 9.7k | 28.08 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $242k | 1.2k | 196.20 |
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| Analog Devices (ADI) | 0.0 | $234k | NEW | 735.00 | 318.14 |
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Past Filings by Barton Investment Management
SEC 13F filings are viewable for Barton Investment Management going back to 2010
- Barton Investment Management 2026 Q1 filed April 20, 2026
- Barton Investment Management 2025 Q4 filed Jan. 21, 2026
- Barton Investment Management 2025 Q3 filed Oct. 21, 2025
- Barton Investment Management 2025 Q2 filed July 21, 2025
- Barton Investment Management 2025 Q1 filed April 11, 2025
- Barton Investment Management 2024 Q4 filed Jan. 27, 2025
- Barton Investment Management 2024 Q3 filed Oct. 17, 2024
- Barton Investment Management 2024 Q2 filed July 18, 2024
- Barton Investment Management 2024 Q1 filed April 26, 2024
- Barton Investment Management 2023 Q4 restated filed Jan. 24, 2024
- Barton Investment Management 2023 Q4 filed Jan. 23, 2024
- Barton Investment Management 2023 Q3 filed Oct. 16, 2023
- Barton Investment Management 2023 Q2 filed July 24, 2023
- Barton Investment Management 2023 Q1 filed April 18, 2023
- Barton Investment Management 2022 Q4 filed Jan. 26, 2023
- Barton Investment Management 2022 Q3 filed Oct. 20, 2022